Simplicity Wealth,Llc Ishares Russell Mid Cap ETF Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 14,220 shares of IWR stock, worth $1.35 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

14,220

Previous 13,785 3.16%

Holding current value

$1.35 Million

Previous $1.27 Million 8.29%

% of portfolio

0.09%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$92.26 - $97.51 $40,133 - $42,416	435 Added 3.16%	14,220 $1.37 Million
Q2 2025 Jul 22, 2025	BUY	$74.88 - $91.97 $93,525 - $114,870	1,249 Added 9.96%	13,785 $1.27 Million
Q1 2025 Apr 14, 2025	BUY	$82.81 - $92.93 $27,824 - $31,224	336 Added 2.75%	12,536 $1.06 Million
Q4 2024 Feb 07, 2025	BUY	$87.25 - $95.52 $436 - $477	5 Added 0.04%	12,200 $1.08 Million
Q3 2024 Oct 09, 2024	SELL	$79.92 - $88.19 $6.7 Million - $7.39 Million	-83,793 Reduced 87.3%	12,195 $1.07 Million
Q2 2024 Jul 10, 2024	BUY	$78.66 - $83.59 $1.08 Million - $1.15 Million	13,792 Added 16.78%	95,988 $7.78 Million
Q1 2024 Apr 24, 2024	BUY	$75.37 - $84.09 $6.2 Million - $6.91 Million	82,196 New	82,196 $6.91 Million

Others Institutions Holding IWR

# of Institutions

1,616

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Simplicity Wealth,Llc Ishares Russell Mid Cap ETF Transaction History